Market maturity emerges as investors moves lay foundation for next phase of crypto growth

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The cryptocurrency market edged down 1.7% in August, but the month highlighted clear signs of maturity, according to the latest Binance Australia Monthly Crypto Market Insights Report. Bitcoin’s dominance eased,... Read more continue reading

The shrinking upside in the dollar story

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Ninety One has published the latest in its research series examining the strategic implications of shifting macro dynamics for the US dollar and global portfolio construction.  The Shrinking Upside in the... Read more continue reading

Has click search met its match in AI?

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Janus Henderson Research Analyst Divyaunsh Divatia explores the growth in chatbot use for routine search queries and how the trend might impact search functions – and revenues. For years, Google... Read more continue reading

Franklin Templeton eyes the next five years of energy opportunity

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As AI transforms industries, its massive energy appetite is straining existing infrastructure. Innovative solutions are needed to meet growing demands, driving investments in new energy sources and intelligent grid systems... Read more continue reading

CPD: Artificial Intelligence – five themes for 2025/26

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Commentary about artificial intelligence (AI) has been overtaken by headlines dominated by Trump, tariffs and trade. However, this does not reflect a slowing in the pace of AI; to the... Read more continue reading

Sustainable equities outlook: AI’s transformative role in an evolving global economy

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Janus Henderson Investors Portfolio Manager Hamish Chamberlayne explores how, in a world marked by geopolitical upheaval, artificial intelligence (AI) is transforming traditional economic forces, presenting both opportunities and challenges. In... Read more continue reading

Diversification and liquidity key as markets test investor discipline

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In an environment marked by persistent geopolitical uncertainty, Escala Partners investment advisor and partner Ed Brooke has underscored the importance of preserving liquidity and ensuring portfolios remain nimble enough to... Read more continue reading

The future is on sale with emerging market equities

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Investors are yet to fully take advantage of the opportunities emerging market equities can bring to portfolios. Market conditions are suitable, and valuations are compelling, according to Navin Hingorani, portfolio... Read more continue reading

The wisdom of earnings: Why EAFE’s past holds lessons for its future

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Knowledge is a process of piling up facts; wisdom is the ability to simplify those facts. Take the old adage about the tomato: Knowledge is knowing it’s a fruit; wisdom... Read more continue reading

Active vs passive? The real story is about strategy, diversification and private markets

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The long-standing “active versus passive” debate is losing relevance as investors confront market concentration, heightened volatility, and the need for more strategic portfolio construction, according to Richard Oldfield, group CEO... Read more continue reading